Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
968
Total Value
6041849330
Accession Number
0001911832-25-000004
Form Type
13F-HR
CIK
0001911832
Manager Name
Forum Financial Management, LP
Data Enrichment
89% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
SEC
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Page 1 of 44
25434V708
DFAC|25434V708
Shares:
37796124(+0.6%)
Value:
$1.2T(-4.1%)
464288653
464288653
Shares:
7653072(+1.8%)
Value:
$794.0B(+6.1%)
25434V609
25434V609
Shares:
8877036(-0.8%)
Value:
$457.1B(-8.2%)
25434V799
25434V799
Shares:
16228081(-0.8%)
Value:
$450.7B(+6.6%)
25434V732
25434V732
Shares:
16581359(+1.6%)
Value:
$438.7B(+2.6%)
25434V658
25434V658
Shares:
14229110(+1.6%)
Value:
$373.7B(+4.4%)
25434V583
25434V583
Shares:
5616220(+3.3%)
Value:
$300.1B(+4.5%)
25434V831
25434V831
Shares:
6937524(+0.9%)
Value:
$229.9B(-1.0%)
25434V781
25434V781
Shares:
6149471(-3.8%)
Value:
$179.1B(+5.5%)
25434V765
25434V765
Shares:
6010295(-3.4%)
Value:
$161.9B(+3.1%)
AMGEN INC
AMGN|031162100
Shares:
350754
Value:
$109.3B
25434V401
25434V401
Shares:
1232446(-2.3%)
Value:
$74.5B(-7.3%)
Apple Inc.
AAPL|037833100
Shares:
316414
Value:
$70.3B
25434V724
25434V724
Shares:
1214794(-8.5%)
Value:
$50.1B(-7.8%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
510880(+0.1%)
Value:
$43.1B(+11.7%)
25434V880
DFAX|25434V880
Shares:
1207418(-8.5%)
Value:
$31.6B(-3.5%)
MICROSOFT CORP
MSFT|594918104
Shares:
80933(+1.5%)
Value:
$30.4B(-9.6%)
25434V773
25434V773
Shares:
1161557(-0.5%)
Value:
$30.0B(+4.7%)
Meta Platforms, Inc.
META|30303M102
Shares:
39243(-0.3%)
Value:
$22.6B(-1.9%)
AMAZON COM INC
AMZN|023135106
Shares:
112256
Value:
$21.4B